Charles Schwab

Business Systems/Techno-Functional Analyst - Fixed Income Investments (Investortools Perform)

Charles Schwab • $90K — $120K *
Chicago, IL 60629In-Person
Finance & Insurance
5 - 7 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Bachelor's degree in computer science or a related field.
  • 5+ years experience in Fixed Income Separately Managed Accounts focusing on Investortools.
  • Experience in configurations, custom report creation, and business configurations related to Investortools.
  • Experience as a vendor liaison and Level 3 Subject Matter Expert on Investortools.
  • Solid Agile experience developing epics, user stories, and business rules.
  • Strong SQL skills and prior data analysis experience are required.
  • Excellent communication, problem-solving, and organizational skills.

Responsibilities

  • Gather and document business requirements for Investortools Perform.
  • Translate business needs into technical specifications for implementation.
  • Configure and customize applications related to Investortools and portfolio construction.
  • Conduct testing and support User Acceptance Testing using Agile methodologies.
  • Collaborate with product owners and business stakeholders throughout the project life cycle.
  • Act as a liaison between technology and business to resolve escalations.
  • Support continuous improvement and optimization of investment solutions.

Benefits

  • Opportunity to work in a flexible, collaborative, and dynamic environment.
  • Hands-on engagement with cutting-edge technology in the finance sector.
  • Exposure to various business domains and portfolio management.
  • Opportunity to lead initiatives in a high-impact role.
  • Access to professional development and growth opportunities.
Full Job Description

Whatyoudo:

As a Business Systems/Techno-Functional Analyst - Fixed Income Investments (Investortools Perform), you will be responsible for delivering high quality solutions that meet business objectives in a flexible, collaborative, and rapidly changing delivery environment. The ideal candidate will be a highly motivated, organized, and experienced business-focused technology individual with a proven record of Investortools platform engineering and delivery to a front office investment management business.

The Business Systems/Techno-Functional Analyst - Fixed Income Investments platform engineering role responsibilities include hands-on requirements gathering, documentation,configuration and customizationsrelated toInvestortoolsPerform, Credit Scope,and Inhouse portfolio construction application.The role will translatebusinessrequirementsintotechnology friendly languageand complete the implementation in-house or in collaboration withvendors. This rolewill entail testing and supporting User acceptance testing followingAgile scrum process.You will work collaboratively in afull Agile model in partnershipwithSAMSbusinessesrequiringclose communication and collaboration with product owners and businessstakeholders. Youwill actas avendor forliaisonandtechno-functional SubjectMatterExpert(Level 3 SME and support)for escalations onInvestortoolsPerform and Inhouse application as needed

What you have

Required Qualifications:

  • Bachelor's degree in computer science,ComputerEngineering,Financial Engineering, or equivalent experience.
  • 5+ years of experience in Fixed Income Separately Managed Accounts(SMA)area witha strongfocus onInvestortoolsPerform configuration, customization,and development.
  • ExperiencesupportingInvestortoolsPerform Task Scheduler, Upgrades, custom report creation, business configurations related to styles, rules, trading configurations.
  • Exposureas avendor forliaisonandLevel 3 SME and support for escalations onInvestortoolsPerform and/orInhouse application.
  • Solid experience with andunderstandingAgile in developing epics, themes, user stories, supplementary requirements, and business rules are essential.
  • Prior data analysis and data-mapping experiences with strong SQLskillsarea must.
  • Excellentinterpersonal, analytical, problem-solving,written communication, presentation, and facilitation skills.
  • Well-organized and disciplined with high attention to detailwhotakes initiative and can work independently.
  • Flexible and adaptable working with various business domains.
  • Strong Excelexpertiserequired, including VLOOKUP, PivotTables, data transformation, and related skills.

Preferred Qualifications:

  • Masters degree in computer science,Computer Engineering, Financial Engineering, or related field
  • Experience with Municipal bond trading and portfolio management is highly desirable.
  • Experience with Fixed Incomeportfolio management and trading processingincludingSMA businessworkflowsprocess is highly desirable.
  • Experience in .NET, and object-oriented programminglanguagesis a plus.
  • Experience usingCopilot and LLM based productivity enhancement tools.

In addition to the base pay range, this role is also eligible for bonus or incentive opportunities.

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Finance & Insurance
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ
SCHW
* Ladders Estimates

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